Hi, for this month I decided not to buy anything but I still loaded €750 into the account, I have many companies on my watchlist and for this month I decided not to make any rash moves and take some time to analyze them, next month I will make up for it with a €1750/1850 purchase, what have you done or what will you do this month? What have you bought or sold?

In any case, the companies I am keeping an eye on are. $STLAM (+1,02 %) , $NOVO B (-0,14 %) , $ORS (-0,58 %) , $NWL (-0,35 %) , so an industrial, a pharmaceutical and 2 small caps in the food sector, these are the main ones but I also watch a lot of American consumer staples.

The sharp drop in $BC (+3,21 %) motivated by more political than economic issues regarding the company's balance sheet, is practically a penalty kick given away for retail investors like us, a solid company put at a discount, the liquidity was not there to seize the opportunity, I had to sell my small stake in $NWL (-0,35 %) but no regrets, I cashed in that +30% gain made in 2 months to get, albeit with a small size, a luxury gem, did you take this opportunity? Otherwise, catch up in two weeks for the next purchase, this time almost certainly an ETF.

$NWL (-0,35 %) Plasmon becomes Italian again, with Newlat's entry into the British stock exchange and the purchase of the Plasmon plant in Latina by $KHC (+1,65 %) ,the Reggio Emilia-based company continues its policy of growth and acquisitions to increase its market share, although it is not a company that bestows dividends I fell in love with it right away. Still under a billion in capitalization but at this rate I expect a lot of satisfaction from this company, at the moment it seems intent on reinvesting all resources to grow, as soon as it stabilizes it will surely start to distribute like all food companies